See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,488 | $138,044-68.5% | $125,339-65.3% | $134,475-67.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.33% | 750.33%-770.7pp | 572.05%-592.4pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,981 | $5,243-43.1% | $4,814-38.1% | $4,740-37.1% |
| Participant deferral / active EE | $9,301 | $7,799+19.3% | $7,446+24.9% | $6,400+45.3% |
| Admin fee / account holder | $222 | $11,571-98.1% | $10,010-97.8% | $11,426-98.1% |